Ring Mountain Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ring Mountain Capital’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.43M	Sell	26,799 -152	-0.6%	-$8.62K	0.58%	29
2026 Q2	$1.44M	Sell	26,951 -1,037	-4%	-$53.9K	0.61%	31
2026 Q1	$1.38M	Sell	27,988 -1,083	-4%	-$56.4K	0.76%	29
2025 Q4	$1.58M	Sell	29,071 -879	-3%	-$46.8K	0.81%	28
2025 Q3	$1.61M	Buy	29,950 +11	+0%	+$583	0.89%	24
2025 Q2	$1.57M	Sell	29,939 -165	-0.5%	-$8.17K	0.96%	24
2025 Q1	$1.5M	Buy	30,104 +1,967	+7%	+$98.7K	1.13%	23
2024 Q4	$1.36M	Buy	+28,137	New	+$1.36M	0.91%	26

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Ring Mountain Capital's XLF Position: Q3 2026 in Review

Ring Mountain Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.56% in Q3 2026, selling an estimated $8.62K and leaving 26,799 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #29.

Ring Mountain Capital first reported a position in XLF in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q3 2025. 899 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Ring Mountain Capital held 26,799 shares of State Street Financial Select Sector SPDR ETF worth $1.43M as of Q3 2026.
Ring Mountain Capital sold 152 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $8.62K.
State Street Financial Select Sector SPDR ETF made up 0.58% of Ring Mountain Capital's portfolio in Q3 2026, its #29 holding.
Ring Mountain Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Ring Mountain Capital's State Street Financial Select Sector SPDR ETF position peaked at $1.61M in Q3 2025.
899 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.